Invoice receipt and editable draft are different records
Keep a payment request, a user-entered payment record and an editable draft separate when preparing business documents.
The invoice generator prepares a payment request from your inputs. Receipt mode records a positive payment amount, a payment date and a method/reference that you supply. Neither mode collects funds or checks a bank, card processor or customer account.
A partial payment is not full settlement
If an invoice total is 360 and you record 100 received, balance due is 260. A receipt for that recorded payment can remain a partial-payment receipt. Label the reference clearly so the reader can connect it with the related invoice. Do not mark a document fully settled just because it is called a receipt.
Document identity and dates
Use a document number meaningful in your own recordkeeping system. The generator does not reserve a globally unique invoice number. Issue, supply, due and payment dates describe different events. Only date format and the due-after-issue relationship are checked here; the software does not establish whether the events occurred.
What to retain
JSON retains the versioned editable inputs. Reimporting recalculates them, so a stored total cannot override the arithmetic. CSV gives a line-by-line breakdown. HTML is a standalone escaped document for offline viewing and printing. A PDF is normally a final visual record rather than an editable draft. Keep the underlying agreement, timesheet and payment evidence separately.
Local storage is a convenience
The Save action stores one shared draft across this invoice-tool collection in the current browser. It is not a secure archive or multi-device account. Load can replace current inputs, and browser-data clearing removes saved material. Download JSON before switching projects if you need to keep the draft. Never put card credentials or unnecessary identifiers into free-text notes.
Use Word templates as static documents
The original DOCX files provide blank fields and a separate invented example. They do not automatically update tax, totals or balances when a cell changes. Reconcile the amounts with the generator or your own approved accounting system. Remove the sample page before issuing a real document. Google Docs import is an instruction, not a hosted copy-link or a claim that native Docs rendering was verified.
Records and applicable requirements
The IRS supporting-record overview discusses source documents in US recordkeeping. Requirements differ by business and jurisdiction. This generic tool does not supply statutory VAT fields for every country, certify a legal invoice, or replace bookkeeping controls.